Women & Wealth - Clarity in Times of Transition
As women in today's world, we don't often get many quiet moments to think about what our financial goals might be. And we're often so busy caring for the people we love - children, spouses, parents - that we let our own financial clarity fall by the wayside.
That's why as a female financial advisor (and a wife, mother and daughter), I've spent a career helping women develop the financial understanding they deserve to help them lives their best lives.
death of a spouse
Following the death of a spouse, the last thing you want to think about is family finances. Over the years, we have seen how emotionally and financially vulnerable women can feel following the passing of their spouse. We want you to feel financially confident and secure during times of uncertainty, and as trusted fiduciaries to our clients you'll never have to question the motives of our advice.
Separation or divorce
When a marriage ends in divorce, emotions and finances are combined in an incredibly difficult time. That's what it is imperative to have a financial plan in place before moving forward. Reviewing estate plans, insurance policies, account beneficiaries and asset allocations are just a few items to consider before a divorce is finalized.
Our team at Arbor Wealth includes a Certified Financial Planner who is also a Florida licensed attorney who can consider both the financial and legal implications of a divorce or separation.
multigenerational financial planning
Women are often the emotional core for multiple generations of family members. After working with clients for more than two decades, we have seen women simultaneously take care of mom and dad, while putting their children through college and preparing for their own retirement at the same time. Being the center of a family takes hard work and planning, and Arbor Wealth is here to help with your multigenerational financial planning to take the burden off your shoulders.